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Mapping your crypto transactions to your accounting system starts with the Chart of Accounts (CoA). You can do this quickly to maintain clean books.

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Uploading Your Chart of Accounts via CSV

If you are not using Xero or QuickBooks Online, or prefer to upload your accounts manually, you can use the CSV upload method:
  1. Click on Chart of Accounts on the left-hand menu.
  2. Select Upload CSV (instead of Link Accounts).
  3. Format your CSV file: Ensure your file has exactly three columns:
    • Code
    • Name
    • Type
  4. Clean up the CSV export from your accounting system to match this exact format.
  5. Click Continue, select your CSV file, and Breezing will pull in your entire chart of accounts.

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Adding Fee & Gain/Loss Accounts

Once your Chart of Accounts is inside Breezing, it’s critical to configure the essential crypto accounting accounts, specifically your Fee and Gain/Loss accounts.
  1. Look at the top left of your Breezing dashboard and click your Company Name.
  2. Select Settings from the dropdown menu.
  3. Scroll down until you see the account mapping section:
    • Company Fee
    • Company Net Gain
    • Company Net Loss
  4. Map these to the appropriate accounts in your Chart of Accounts (e.g., Wallet and Exchange Fee and Realized Net Gain/Loss).
    • Note: You can use the same account for both Net Gain and Net Loss if you combine them in your P&L.
  5. Hit Update to save.
Missing these accounts? If you don’t see the accounts you need in Breezing:
  1. Go back to your accounting system (Xero, QBO, etc.).
  2. Create the missing Fee or Gain/Loss accounts.
  3. Come back to Breezing > Chart of Accounts > Link Accounts.
  4. Click Get Accounts to fetch the newly created accounts.
  5. Go back to your Company Settings and map them!